See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $211,081 |
TRUSTMARK NATIONAL BANK8+ years Service code 15 248 E CAPITOL ST STE 580 · JACKSON, MS 39201 | Recordkeeping | $103,438 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $35,297 |
REA SHAW GIFFIN & STUART LLP4 years Service code 10 PO BOX 2090 · MERIDIAN, MS 39302 | Accounting | $23,946 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Filed as: GWFS EQUITIES INC Service code 72 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $30 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,291 | $76,774-63.2% | $112,228-74.8% | $77,904-63.7% |
| Participation rate | 97.1% | 80.2%+17.0pp | 75.1%+22.1pp | 73.7%+23.5pp |
| Annual return | -15.44% | -10.25%-5.2pp | 27.45%-42.9pp | 12.21%-27.6pp |
| Employer contribution / active EE | $1,688 | $3,977-57.6% | $3,635-53.6% | $2,848-40.7% |
| Participant deferral / active EE | $1,871 | $3,778-50.5% | $4,728-60.4% | $4,806-61.1% |
| Admin fee / account holder | $175 | $239-26.8% | $6,410-97.3% | $133+31.9% |